SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$219M
This Quarter Return
+7.48%
1 Year Return
+13.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+4.9%)
Cap. Flow
-$2.43M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
61.41%
Holding
77
New
3
Increased
23
Reduced
32
Closed
4
Top Buys
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$2.07M |
| 2 |
Vanguard Utilities ETF
VPU
|
$985K |
| 3 |
Apple
AAPL
|
$597K |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$535K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
$421K |
Sector Composition
| 1 | Technology | 5.42% |
| 2 | Communication Services | 2.89% |
| 3 | Industrials | 1.53% |
| 4 | Financials | 1.21% |
| 5 | Real Estate | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$225B
| – | – |
-682
| Closed | -$202K |
|
|
77
Vanguard Utilities ETF
VPU
$7.22B
| – | – |
-7,185
| Closed | -$985K |
|